How to read this report
Illustrative only: this is not a client file, actual supplier quotation, financing offer or CAPEX approval. No project amount, sponsor, supplier or result has been assumed. Open entries require buyer evidence before the case can be relied on.
Global B2B Group supports commercial and industrial projects from USD 250,000 upward. This is a project-intake threshold, not an approved CAPEX amount. Only the buyer's authorised body can approve expenditure; finance providers decide their own eligibility and terms.
For the sequence before this report, read the CAPEX approval process. For a blank format, see the CAPEX business case template.
Illustrative CAPEX approval memorandum
Each row separates the draft entry from the evidence a committee needs. This is an evidence register, not a decision with invented figures.
| Review area | Example report entry | Evidence to attach | Decision status |
|---|---|---|---|
| Sponsor and authority | Buyer identity and signatory to be confirmed. | Registration and delegated-authority record. | Open: buyer verification |
| Investment need | Production-line constraint; baseline not yet supplied. | Measured throughput, downtime and demand records. | Open: establish baseline |
| Options | Compare do nothing, refurbishment and new equipment on one horizon. | Options model with matched assumptions. | Open: price alternatives |
| Technical packages | Equipment, utilities, installation and acceptance separated. | Buyer-approved specification and scope matrix. | Open: freeze scope |
| Supplier comparison | No supplier selected; compare exclusions, delivery and warranty. | Comparable responses to one RFQ and deviation log. | Open: obtain bids |
| Installed CAPEX | No budget stated; separate equipment, freight, works and contingency. | Cost build-up linked to quotations or sourced assumptions. | Open: no approved amount |
| Operating case | Payback, NPV and IRR await verified inputs and buyer hurdle rate. | Assumption register and downside sensitivity. | Open: validate model |
| Funding route | Cash, leasing or external finance may be screened, not promised. | Sponsor funding plan and provider eligibility review. | Open: no commitment |
| Delivery risks | Site, permits, integration and ramp-up need owners. | Risk register, schedule and mitigation evidence. | Open: assign owners |
| Decision gate | Defer until evidence gaps close; buyer makes the decision. | Signed decision record and post-implementation review plan. | Pending buyer decision |
What accompanies the committee file
Start with the operational constraint and the cost of doing nothing. Tie the selected scope to one controlled RFQ; attach a comparison of scope exclusions and interfaces rather than unrelated headline prices. Each budget line should trace to a quotation or clearly marked assumption.
The financial annex separates base and downside cases, records the buyer's hurdle rate, and treats financing as subject to the provider's independent decision. Assign risk owners and plan a later review against the approved assumptions.
Decision wording when evidence is missing
Illustrative recommendation: defer the capital decision until baseline, budget and comparable bids are verified, the funding route is assessed and delivery risks have owners. No resolution or financing commitment is implied.
Prepare comparable packages with the structured RFQ for human review, or explore the Financing Center for documentation context.